Wealthstreet Investment Advisors’s Ford F Stock Holding History

Wealthstreet Investment Advisors’s Portfolio F Stock Details F Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	$17K	Hold	1,000	–	–	0.46%	44
2021 Q4	$21K	Hold	1,000	–	–	0.52%	40
2021 Q3	$14K	Sell	1,000 -3,500	-78%	-$47.6K	0.39%	48
2021 Q2	$67K	Sell	4,500 -47,650	-91%	-$633K	0.35%	55
2021 Q1	$639K	Buy	52,150 +30,700	+143%	+$351K	0.06%	221
2020 Q4	$189K	Buy	21,450 +2,100	+11%	+$17.6K	0.02%	342
2020 Q3	$129K	Sell	19,350 -2,000	-9%	-$13.5K	0.01%	328
2020 Q2	$130K	Sell	21,350 -2,500	-10%	-$13.8K	0.02%	315
2020 Q1	$115K	Sell	23,850 -8,000	-25%	-$60K	0.02%	295
2019 Q4	$296K	Sell	31,850 -16,785	-35%	-$151K	0.03%	294
2019 Q3	$420K	Sell	48,635 -6,000	-11%	-$57K	0.05%	242
2019 Q2	$559K	Sell	54,635 -5,150	-9%	-$50.8K	0.07%	209
2019 Q1	$525K	Sell	59,785 -6,000	-9%	-$51.5K	0.07%	220
2018 Q4	$570K	Sell	65,785 -9,604	-13%	-$85.6K	0.08%	195
2018 Q3	$697K	Sell	75,389 -700	-0.9%	-$7K	0.09%	205
2018 Q2	$842K	Sell	76,089 -1,500	-2%	-$17.2K	0.11%	171
2018 Q1	$860K	Buy	77,589 +6,500	+9%	+$73.3K	0.11%	171
2017 Q4	$888K	Buy	+71,089	New	+$875K	0.11%	169

Other funds holding F

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Newport Trust Company

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

D.E. Shaw & Co New York $127B AUM 43.98% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return